Tax

Now more than ever, how your financial affairs are managed from a personal and professional standpoint needs to be carefully considered from a tax perspective. Windham Brannon offers the thoughtful, detailed strategies you need to maximize tax benefits, and minimize liabilities.

Our approach to providing tax services—including tax compliance, tax planning, state & local tax and international tax—is hands-on. Your engagement team does more than just prepare tax returns behind the scenes at the end of the year. We listen, ask questions and invest the time required to understand your business—throughout the year.

Our tax professionals have extensive experience—not only at Windham Brannon, but with national firms and in corporate finance—helping hundreds of clients address tax issues via exceptional return preparation and planning services. No matter the size of your organization, your team includes principal-level involvement, and our exceptionally low staff turnover assures the continuity you need from year to year.

Additionally, our firm stands out because our tax and audit teams work closely together, sharing important information. This integration allows us to take a holistic view in identifying potential issues and opportunities well in advance of the annual deadline. This is one more way Windham Brannon demonstrates its commitment to offering more: We provide you with proficient tax services, certainly, but our collaboration and open dialogue among all parties set us apart

  • Practice Leaders
  • News

Richard Yelton

Principal, Tax

Tax Provision

Estimating the total tax liability, providing an accurate forecast for financial reporting.

Tax Planning and Compliance

Broad-based expertise to ensure the most thorough and beneficial tax planning & compliance services.

Tax Consulting

Tailor each project to each client, capitalizing on opportunities and ensuring the right questions are asked.

International Tax

Assisting clients with cross-border transactions, residency issues, forming or liquidating foreign entities, and expanding domestic activities.

State and Local Tax

SALT practice is known for helping clients implement a more strategic approach to multi-state tax planning and compliance.

Tax Credits

Helping you navigate both federal and state tax credits that can potentially reduce your tax bill.

Cost Segregation

Identifying assets and their costs, and classifying those assets for federal tax purpose.

IRS Dispute Resolution

We assist with the IRS Dispute Resolution process.